StockDriftsStockDriftsTop 50 Hoylecohen, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.53% | 598.4K | $126.0M | -4.24%(-26.48K) | — | 2024-06-30 | |
| MSFT | MICROSOFT CORP | 5.21% | 154.1K | $68.9M | -3.98%(-6.39K) | — | 2024-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.86% | 412.9K | $51.0M | +857.33%(+369.79K) | — | 2024-06-30 | |
| GOOGL | ALPHABET INC | 2.65% | 192.5K | $35.1M | -7.56%(-15.73K) | — | 2024-06-30 | |
| AVGO | BROADCOM INC | 2.59% | 21.3K | $34.2M | -5.72%(-1.29K) | — | 2024-06-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 2.39% | 77.8K | $31.6M | +0.09%(+69) | — | 2024-06-30 | |
| AMZN | AMAZON COM INC | 2.34% | 160.2K | $31.0M | -4.77%(-8.02K) | — | 2024-06-30 | |
| GOOG | ALPHABET INC | 2.09% | 150.5K | $27.6M | -2.74%(-4.24K) | — | 2024-06-30 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 2.02% | 908.4K | $26.7M | -0.10%(-883) | — | 2024-06-30 | |
| COST | COSTCO WHSL CORP NEW | 1.92% | 29.8K | $25.4M | -1.88%(-571) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Hoylecohen, Llc reports $1.32B in US-listed equity holdings across 275 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (9.5%), MSFT (5.2%) and NVDA (3.9%). Figures reflect the Q2 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hoylecohen, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1559077). View Hoylecohen, Llc’s 13F filings on SEC